Handelsbanken Fonder
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Handelsbanken Fonder’s Otis Worldwide OTIS Stock Holding History

Handelsbanken Fonder’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.3M Buy
226,957
+13,426
+6% +$1M 0.05% 312
2026
Q1 		$16.5M Buy
213,531
+15,179
+8% +$1.33M 0.05% 268
2025
Q4 		$17.3M Sell
198,352
-27,130
-12% -$2.43M 0.05% 287
2025
Q3 		$20.6M Sell
225,482
-4,660
-2% -$423K 0.07% 258
2025
Q2 		$22.8M Buy
230,142
+4,851
+2% +$468K 0.08% 225
2025
Q1 		$23.3M Sell
225,291
-3,958
-2% -$387K 0.1% 200
2024
Q4 		$21.2M Buy
229,249
+428
+0.2% +$42.9K 0.08% 226
2024
Q3 		$23.8M Buy
228,821
+13,602
+6% +$1.3M 0.09% 197
2024
Q2 		$20.7M Buy
215,219
+6,924
+3% +$667K 0.09% 195
2024
Q1 		$20.7M Sell
208,295
-23,799
-10% -$2.2M 0.09% 215
2023
Q4 		$20.8M Buy
232,094
+98,486
+74% +$8.19M 0.1% 207
2023
Q3 		$10.7M Sell
133,608
-4,770
-3% -$408K 0.06% 303
2023
Q2 		$12.3M Buy
138,378
+3,007
+2% +$253K 0.07% 299
2023
Q1 		$11.4M Buy
135,371
+7,583
+6% +$627K 0.07% 302
2022
Q4 		$10M Buy
127,788
+20,443
+19% +$1.51M 0.06% 305
2022
Q3 		$6.85M Sell
107,345
-41,200
-28% -$3.01M 0.05% 355
2022
Q2 		$10.5M Buy
148,545
+76,589
+106% +$5.64M 0.07% 281
2022
Q1 		$5.54M Buy
71,956
+6,110
+9% +$488K 0.03% 439
2021
Q4 		$5.73M Sell
65,846
-772
-1% -$64.6K 0.03% 454
2021
Q3 		$5.48M Buy
66,618
+13,381
+25% +$1.18M 0.03% 461
2021
Q2 		$4.35M Sell
53,237
-51,461
-49% -$3.96M 0.02% 508
2021
Q1 		$7.17M Buy
104,698
+632
+0.6% +$41.3K 0.04% 361
2020
Q4 		$7.03M Buy
104,066
+6,396
+7% +$415K 0.04% 353
2020
Q3 		$6.1M Buy
+97,670
New +$5.97M 0.04% 331

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder's OTIS Position: Q2 2026 in Review

Handelsbanken Fonder increased its Otis Worldwide (OTIS) stake by 6.3% in Q2 2026, buying an estimated $1M and bringing the position to 226,957 shares worth $16.3M. The position accounts for 0.05% of the portfolio, ranked #312.

Handelsbanken Fonder first reported a position in OTIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $23.8M in Q3 2024. 380 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Handelsbanken Fonder held 226,957 shares of Otis Worldwide worth $16.3M as of Q2 2026.
  • Handelsbanken Fonder bought 13,426 Otis Worldwide shares in Q2 2026, an estimated $1M.
  • Otis Worldwide made up 0.05% of Handelsbanken Fonder's portfolio in Q2 2026, its #312 holding.
  • Handelsbanken Fonder first reported a position in Otis Worldwide in Q3 2020 and has held it in 24 quarters since.
  • Handelsbanken Fonder's Otis Worldwide position peaked at $23.8M in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.